重磅利好提振，药明康德飙涨超6%！CXO概念全线沸腾，医疗ETF（512170）午后劲涨近2%！

新浪基金01-11

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　重磅利好来袭，CXO全线走高！巨头药明康德飙涨超6.5%，康龙化成涨超6%，博腾股份、美迪西、凯莱英等均大幅跟涨。医疗板块大受提振，医疗ETF（512170）午后直线拉升，场内价格一度劲涨近2%。　　消息面上，药明生物昨日盘后发布公告披露，公司的业务及财务状况依然强劲，于2023年新增132个项目，项目总数达到...

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The concept of CXO is boiling across the board, and the medical ETF (512170) has soared by nearly 2% in the afternoon!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159828":1,"512170":1,"603259":1,"02359":1,"CXO":1},"content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n\n　　重磅利好来袭，CXO全线走高！巨头药明康德飙涨超6.5%，康龙化成涨超6%，博腾股份、美迪西、凯莱英等均大幅跟涨。医疗板块大受提振，医疗ETF（512170）午后直线拉升，场内价格一度劲涨近2%。\n\n　　消息面上，药明生物昨日盘后发布公告披露，公司的业务及财务状况依然强劲，于2023年新增132个项目，项目总数达到698个（其中包括9个III期及商业化“赢得分子”项目，以及24个CMO项目）。2024年新增项目数目标由80提升至110个。\n　　药明康德在昨日参加42届JPM大会主会场演讲时表示，预计公司23年营收、利润数据及自由现金流均将创下历史新高。根据此前药明康德在三季度报告中更新的指引来看，公司全年营收将突破400亿元，经调整后non-IFRS净利润也将首次突破百亿，自由现金流将超过45亿元。\n　　光大证券指出，CXO外需整体稳健，由于海外创新药产业发展更成熟，“宏观因素→生物医药科技股表现→投融资→CXO业绩”的传导路径更迅速，2023Q3海外融资转暖已带动海外CRO订单指标改善。内需仍在筑底，在创新药政策框架日趋成熟、出海跨越式突破的背景下，优质供给是宏观因素外决定国内Biotech融资的关键因素。在需求拐点确立过程中，宏观因素转暖、国际关系改善以及国内下游产业升级提速等有望催化市场乐观预期释放。\n　　值得关注的是，从资金面上看，此前几日医疗板块调整之际，“抄底”资金持续逆市增仓。上交所数据显示，截至1月9日，医疗ETF（512170）份额连续6日增长，按照区间成交均价计算，近6日净申购金额合计超3亿元。\n\n　　看好医疗板块估值修复机遇，重点关注医疗ETF（512170）。数据显示，医疗ETF（512170）跟踪的中证医疗指数成份股全面覆盖了医疗器械和医疗服务领域的细分龙头，其中医疗器械权重约4成，直接受益于后疫情时代医疗新基建；医疗服务+医美权重约5成，覆盖10只CXO概念股，直接受益于人口老龄化、医疗消费升级和医美等时代大趋势。\n\n　　图片来源于iFinD、华宝基金，行情数据截至2024.1.11，基金份额变动数据截至2023.1.9，数据来源于沪深交易所。风险提示：医疗ETF（512170）被动跟踪中证医疗指数，该指数基日为2004.12.31，发布于2014.10.31，指数成份股构成根据该指数编制规则适时调整。文中指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的本基金及其联接基金的风险等级分别为R3-中风险、R4-中高风险，分别适合适当性评级C3以上及C4以上投资者。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资需谨慎。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨赐","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2402549251"}